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mmartelli0803
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Member since ‎Jun 13, 2020
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Matt Martelli

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mmartelli0803 on February 11, 2022
Add custom field searchable on contact record using active search
Is it possible to add a custom field to this active search box on the contacts page?
Reply Discussion Enterprise
1 upvote
2 Replies
mmartelli0803 on July 27, 2021
Best Way to sync SFDC contact record into Hubspot in real time without an email
If you use the Salesforce data sync it requires an email to sync into Hubspot. We are primarily a call center setting up appointments and we don't always have an email. We are exploring Operations Hub. Any advice is much appreciated!!
Reply Discussion Webhooks
0 upvote
2 Replies
mmartelli0803 on June 27, 2021
Make Phone Number the Primary Key Not Email
We are a call center essentially so some of our leads that come from outside vendors do not have an email associated. We are about to implement Hubspot CRM companywide so it is imperative that we can create a record without an email. I am guessi read more
Reply Discussion Python Timeline and Extensions APIs Webhooks Workflows Zapier
3 upvotes
3 Replies
mmartelli0803 on March 09, 2021
Relational & Lookup Tables
We have several lookup tables in Salesforce CRM that we want to replicate in Hubspot CRM. We have a lot of territories, managers, field sales, and inside sales call centers. We need to be able to run quick lookups when a form is submitted and be abl read more
Reply Discussion Professional Workflows
13 upvotes
5 Replies
Yoshi on December 07, 2017
Auto populate city state based on postal code
Currently, HubSpot form does not support auto populate city or state based on postal code or zip. It would be great if we could have that feature for HubSpot form.
Reply Idea Forms
106 upvotes
42 Replies
mmartelli0803
Participant
March 09, 2021
Not being able to use lookup or relational tables is prohibiting us from migrating from Salesforce CRM to Hubspot CRM. There has to be a solution. Am...read more
DougieD on July 29, 2019
Lookup tables in Hubspot?
Hi there, I'm trying to mirror a process we have in our ESP within Hubspot and am uncertain how to proceed. What we woud like to do is look up a value based on a user variable. How we currently do this is by having the system look at a user' read more
Reply Discussion
0 upvote
6 Replies
mmartelli0803
Participant
March 09, 2021
We need a solution for accessing lookup and relational tables as well. Has anyone tried the Google Sheets App for Workflows? Is it real-time? Need to...read more
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